AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.59B
AUM Growth
+$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,940
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$22.1M
3
+$20.6M
4
BERY
Berry Global Group, Inc.
BERY
+$18.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.5M

Top Sells

1
+$23.6M
2
+$19.6M
3
+$13.5M
4
DBD
Diebold Nixdorf Incorporated
DBD
+$11.5M
5
VZ icon
Verizon
VZ
+$11.1M

Sector Composition

1 Consumer Discretionary 13.73%
2 Industrials 12.71%
3 Financials 11.96%
4 Technology 10.62%
5 Healthcare 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
– –
-1,000
1727
$0 ﹤0.01%
+8
1728
– –
-29,660
1729
– –
-33
1730
– –
-1
1731
– –
0
1732
– –
-570
1733
– –
-33,330
1734
– –
-1
1735
– –
0
1736
$0 ﹤0.01%
+11
1737
– –
-55
1738
– –
-30
1739
$0 ﹤0.01%
9
-1,161
1740
– –
0
1741
– –
-10
1742
– –
-10
1743
– –
-11
1744
– –
-750
1745
– –
-2,436
1746
– –
-4,595
1747
– –
-1,416
1748
– –
-4,674
1749
– –
-10,996
1750
– –
0
67 68 69
70
71